0001825292-22-000003.txt : 20220119 0001825292-22-000003.hdr.sgml : 20220119 20220119164910 ACCESSION NUMBER: 0001825292-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220119 DATE AS OF CHANGE: 20220119 EFFECTIVENESS DATE: 20220119 FILER: COMPANY DATA: COMPANY CONFORMED NAME: IAM Advisory, LLC CENTRAL INDEX KEY: 0001825292 IRS NUMBER: 842539707 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20596 FILM NUMBER: 22539387 BUSINESS ADDRESS: STREET 1: 137 NORTH SECOND STREET CITY: EASTON STATE: PA ZIP: 18042 BUSINESS PHONE: 610-258-3269 MAIL ADDRESS: STREET 1: 137 NORTH SECOND STREET CITY: EASTON STATE: PA ZIP: 18042 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001825292 XXXXXXXX 12-31-2021 12-31-2021 IAM Advisory, LLC

137 NORTH SECOND STREET EASTON PA 18042

13F HOLDINGS REPORT 028-20596 N HOLLY P. JINKS 610-258-3269 HOLLY P. JINKS EASTON PA 01-19-2022 0 71 252864 false INFORMATION TABLE 2 13F_IAM_Q42021.xml AMAZON COM INC COM Stock 023135106 1822 564 SH SOLE 0 0 564 BLOCK INC CL A Stock 852234103 696 4816 SH SOLE 0 0 4816 GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF ETF 381430107 8931 256851 SH SOLE 0 0 256851 JOHN HANCOCK MULTIFACTOR LARGE CAP ETF ETF 47804J107 21980 377279 SH SOLE 0 0 377279 VULCAN MATLS CO COM Stock 929160109 1346 6728 SH SOLE 0 0 6728 JOHNSON & JOHNSON COM Stock 478160104 547 3162 SH SOLE 0 0 3162 WASTE MGMT INC DEL COM Stock 94106L109 1358 8516 SH SOLE 0 0 8516 INVESCO DB COMMODITY INDEX TRACKING FUND ETF 46138B103 281 13270 SH SOLE 0 0 13270 INTEL CORP COM Stock 458140100 1012 18334 SH SOLE 0 0 18334 MERCK & CO INC COM Stock 58933Y105 984 11945 SH SOLE 0 0 11945 PACER US CASH COWS 100 ETF ETF 69374H881 10621 222533 SH SOLE 0 0 222533 VERIZON COMMUNICATIONS INC COM Stock 92343V104 978 18159 SH SOLE 0 0 18159 SHERWIN WILLIAMS CO COM Stock 824348106 3104 9600 SH SOLE 0 0 9600 ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF ETF 464288562 256 2698 SH SOLE 0 0 2698 HONEYWELL INTL INC COM Stock 438516106 1406 6586 SH SOLE 0 0 6586 TRANE TECHNOLOGIES PLC SHS Stock G8994E103 279 1469 SH SOLE 0 0 1469 AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF ETF 032108409 4389 116118 SH SOLE 0 0 116118 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 695 2985 SH SOLE 0 0 2985 SEA LTD SPONSORD ADS ADR 81141R100 967 5168 SH SOLE 0 0 5168 INVESCO S&P MIDCAP 400 REVENUE ETF ETF 46138G672 283 3031 SH SOLE 0 0 3031 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 722 2263 SH SOLE 0 0 2263 ADOBE SYSTEMS INCORPORATED COM Stock 00724F101 1428 2716 SH SOLE 0 0 2716 COMCAST CORP NEW CL A Stock 20030N101 951 18831 SH SOLE 0 0 18831 MICROSOFT CORP COM Stock 594918104 3587 11413 SH SOLE 0 0 11413 COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND ETF 81369Y852 1483 19528 SH SOLE 0 0 19528 AMERICAN CENTURY QUALITY DIVERSIFIED INTERNATIONAL ETF ETF 025072406 709 14106 SH SOLE 0 0 14106 LINDE PLC SHS Stock G5494J103 201 600 SH SOLE 0 0 600 AMERICAN CENTURY STOXX U.S. QUALITY GROWTH ETF ETF 025072307 11577 160908 SH SOLE 0 0 160908 CROWDSTRIKE HLDGS INC CL A Stock 22788C105 850 4417 SH SOLE 0 0 4417 LILLY ELI & CO COM Stock 532457108 1898 7298 SH SOLE 0 0 7298 AVANTIS U.S. SMALL CAP VALUE ETF ETF 025072877 6018 74353 SH SOLE 0 0 74353 TWILIO INC CL A Stock 90138F102 606 2663 SH SOLE 0 0 2663 FIVERR INTL LTD ORD SHS Stock M4R82T106 559 5851 SH SOLE 0 0 5851 JPMORGAN EQUITY PREMIUM INCOME ETF ETF 46641Q332 461 7381 SH SOLE 0 0 7381 QUANTA SVCS INC COM Stock 74762E102 918 8514 SH SOLE 0 0 8514 SNOWFLAKE INC CL A Stock 833445109 1001 3305 SH SOLE 0 0 3305 UPSTART HLDGS INC COM Stock 91680M107 325 2843 SH SOLE 0 0 2843 VANECK SEMICONDUCTOR ETF ETF 92189F676 1718 5778 SH SOLE 0 0 5778 ASML HOLDING N V N Y REGISTRY SHS ADR N07059210 975 1341 SH SOLE 0 0 1341 PROVIDENT FINL SVCS INC COM Stock 74386T105 258 9970 SH SOLE 0 0 9970 ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 1690 4530 SH SOLE 0 0 4530 NVIDIA CORPORATION COM Stock 67066G104 256 934 SH SOLE 0 0 934 ZOETIS INC CL A Stock 98978V103 1196 5626 SH SOLE 0 0 5626 INTUITIVE SURGICAL INC COM NEW Stock 46120E602 1400 4302 SH SOLE 0 0 4302 MCDONALDS CORP COM Stock 580135101 703 2660 SH SOLE 0 0 2660 CISCO SYS INC COM Stock 17275R102 1284 20776 SH SOLE 0 0 20776 ADVANCED MICRO DEVICES INC COM Stock 007903107 2026 15350 SH SOLE 0 0 15350 INVESCO DYNAMIC LARGE CAP GROWTH ETF ETF 46137V746 10424 136891 SH SOLE 0 0 136891 MATERIALS SELECT SECTOR SPDR FUND ETF 81369Y100 3443 38954 SH SOLE 0 0 38954 MOTOROLA SOLUTIONS INC COM NEW Stock 620076307 1230 4805 SH SOLE 0 0 4805 INDUSTRIAL SELECT SECTOR SPDR FUND ETF 81369Y704 235 2231 SH SOLE 0 0 2231 VEEVA SYS INC CL A COM Stock 922475108 827 3447 SH SOLE 0 0 3447 PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF ETF 74348A467 106000 1088632 SH SOLE 0 0 1088632 FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF ETF 316092808 413 3210 SH SOLE 0 0 3210 NORTHROP GRUMMAN CORP COM Stock 666807102 1141 2836 SH SOLE 0 0 2836 IDEXX LABS INC COM Stock 45168D104 1406 2516 SH SOLE 0 0 2516 LOCKHEED MARTIN CORP COM Stock 539830109 991 2728 SH SOLE 0 0 2728 CHEVRON CORP NEW COM Stock 166764100 594 4748 SH SOLE 0 0 4748 PFIZER INC COM Stock 717081103 2211 39317 SH SOLE 0 0 39317 AMGEN INC COM Stock 031162100 1022 4437 SH SOLE 0 0 4437 VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 921908844 506 3011 SH SOLE 0 0 3011 PHILIP MORRIS INTL INC COM Stock 718172109 364 3630 SH SOLE 0 0 3630 PNC FINL SVCS GROUP INC COM Stock 693475105 2275 10226 SH SOLE 0 0 10226 BRISTOL-MYERS SQUIBB CO COM Stock 110122108 862 13245 SH SOLE 0 0 13245 AGILENT TECHNOLOGIES INC COM Stock 00846U101 1183 8151 SH SOLE 0 0 8151 EXXON MOBIL CORP COM Stock 30231G102 699 10203 SH SOLE 0 0 10203 UNITEDHEALTH GROUP INC COM Stock 91324P102 1321 2840 SH SOLE 0 0 2840 SHOPIFY INC CL A Stock 82509L107 1222 1080 SH SOLE 0 0 1080 PAYPAL HLDGS INC COM Stock 70450Y103 980 5355 SH SOLE 0 0 5355 FIRST TRUST NASDAQ CEA CYBERSECURITY ETF ETF 33734X846 1655 33308 SH SOLE 0 0 33308 APPLE INC COM Stock 037833100 5125 29766 SH SOLE 0 0 29766